VIM

VELA Investment Management Portfolio holdings

AUM $347M
1-Year Est. Return 8.05%
This Quarter Est. Return
1 Year Est. Return
+8.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.27M
3
+$1.28M
4
NAPA
The Duckhorn Portfolio, Inc.
NAPA
+$1.07M
5
FIS icon
Fidelity National Information Services
FIS
+$1.04M

Top Sells

1
+$3.18M
2
+$2.87M
3
+$1.56M
4
FRC
First Republic Bank
FRC
+$1.46M
5
UMBF icon
UMB Financial
UMBF
+$1.33M

Sector Composition

1 Industrials 19.33%
2 Financials 14.62%
3 Healthcare 13.55%
4 Consumer Discretionary 11.04%
5 Technology 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.66%
37,420
+4,584
52
$1.36M 0.62%
38,970
+14,900
53
$1.34M 0.61%
3,841
+1,593
54
$1.32M 0.6%
21,191
+6,401
55
$1.31M 0.6%
15,846
+10,958
56
$1.3M 0.59%
8,386
+2,355
57
$1.3M 0.59%
4,392
+832
58
$1.29M 0.59%
17,245
+5,210
59
$1.29M 0.59%
30,840
+7,538
60
$1.28M 0.58%
+40,651
61
$1.27M 0.58%
7,109
+821
62
$1.26M 0.57%
25,132
+2,112
63
$1.23M 0.56%
42,791
-565
64
$1.2M 0.55%
46,225
+7,662
65
$1.2M 0.55%
6,588
+1,508
66
$1.17M 0.53%
5,141
+978
67
$1.17M 0.53%
14,873
-1,220
68
$1.14M 0.52%
10,961
+1,035
69
$1.13M 0.51%
12,895
+6,925
70
$1.1M 0.5%
11,961
71
$1.1M 0.5%
18,231
-1,092
72
$1.07M 0.49%
+67,407
73
$1.07M 0.49%
12,223
+566
74
$1.03M 0.47%
184
+22
75
$1.02M 0.46%
23,529
+1,405
1 2
3
4 5